AI tailored for Private Equity

We partner with you to find

superior

deals and mitigate risk.

     Crafting superior investment strategies through AI-pattern recognition, and executing transactions with proven methodologies.

What We Do
AI tailored for Private EquityAI tailored for Private Equity

AI Strategy

87%

Multi-national corporations believe AI will give them a competitive advantage

* https://radixweb.com/blog/artificial-intelligence-statistics

   We assist our clients in identifying and executing use cases that enhance efficiency, boost customer retention, and accelerate time-to-market.

We specialize in conducting comprehensive AI assessments, focusing on unlocking tangible business value from AI technologies. Our approach involves a deep dive into your business processes to understand where AI can deliver the most impact. We recognize that the key to extracting business value from AI lies in overcoming challenges such as developing the right technology infrastructure, ensuring optimal strategic alignment, and enhancing workforce skills. Our services are designed to address these areas, starting with a thorough assessment of your current capabilities and needs. Based on this, we develop targeted AI strategies that not only solve technical issues but also drive business growth and innovation.

Our team of experts works collaboratively to identify high-value AI opportunities that can transform from concept to operational reality. We prioritize AI initiatives that offer the highest return on investment, focusing on feasibility, scalability, and risk management.

Through our AI assessments, we prepare your organization for a seamless AI adoption. This involves not just a technology shift but also a cultural and operational change, equipping your team with the necessary skills and mindset. Our in-depth understanding of the AI landscape, combined with our experience in guiding businesses through their AI journey, positions us uniquely to help you harness AI for sustained business success and competitive advantage.
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AI tailored for Private EquityAI tailored for Private Equity

Carve Out Management

4.5bn

Value of carve out transactions guided

* Diligence, Day One Readiness and Separation Management

    We turn the complexities of business carve-outs into opportunities to build a platform for growth and value creation.

Specializing in guiding companies through trade sales, spinoffs, or IPOs, our focus is on maximizing transaction value while minimizing operational disruptions. Our holistic, end-to-end approach, grounded in deep strategic and business expertise, ensures both the parent company and the new entity are primed for immediate success and future growth. By collaborating closely with our clients, we not only streamline the carve-out process but also safeguard the ongoing operations and long-term viability of the business.
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AI tailored for Private EquityAI tailored for Private Equity

Due Diligence

100+

Diligence engagements

* Combination of commercial, financial, technology / operational and people diligence

   Our clients benefit from our AI-enhanced insights, backed by experience from over 100 transactions. This experience allows us to advise with combined deep financial, operational and commercial skill.

Our clients enjoy a significant advantage from our AI-powered insights, which are informed by our involvement in over 100 transactions. This extensive transaction experience equips us with a unique blend of deep financial, operational, and commercial expertise. By leveraging this expertise, we're able to provide advice that is both rich in industry knowledge and contextually relevant. Our AI tools enhance these insights, allowing for more precise, data-driven decisions. The combination of our seasoned experience and cutting-edge AI technology results in superior, actionable strategies for our clients. Consequently, they benefit from guidance that is not only grounded in real-world experience but is also sharpened by the latest technological advancements.
Our approach centers on value creation, leveraging our expertise to identify key opportunities and develop strategic plans that deliver concrete benefits for our clients.
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AI tailored for Private EquityAI tailored for Private Equity

Integration Management

20bn

Value of merger integrations guided

* Areas include: operations, people, accounting, technology, sales and customer support

    Our approach to post-merger integration ensures seamless merging of operations and cultures, maximizing synergies and driving long-term value.

We emphasize custom-built plans for each merger integration, aligning them closely with your strategic objectives. This focused approach aims to significantly enhance cost and revenue synergies and shareholder returns.

Our tailored methods for post-merger integration prioritize your unique goals, ensuring maximum synergy and strategic vision realization. Our consultants work intimately with your leadership to develop a bespoke Integration Thesis, guiding critical decisions on merging cultures, operational models, and go-to-market strategies, all while managing risks.

Utilizing our advanced integration management tools, we provide comprehensive oversight throughout the integration process. This tool aids in efficiently handling integration logistics while allowing leadership to focus on pivotal decisions. Additionally, we prepare you for sustained success with a scalable and adaptable merger integration strategy. Our approach ensures that whether dealing with modest or complex global M&A transactions, your merger's potential is fully realized, extending well beyond the initial integration phase.
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AI tailored for Private EquityAI tailored for Private Equity

Performance Improvement

50+

Performance improvement engagements

* Technology strategy, operations, efficiencies and marketing strategy

   We bring expertise from across the gamut of financial disciplines and offer clients a complete suite of tailored services.

Our Performance Improvement Practice excels in two key areas: M&A strategy and operational enhancement. In M&A strategy, we provide comprehensive advisory on aspects such as strategy formulation, due diligence, integration processes, divestitures, and joint ventures. Our approach incorporates a wide array of advanced diagnostics, benchmarks, and analytical tools to guide you in target prioritization, integration workflows, and other crucial elements of successful mergers and acquisitions. This ensures a streamlined and effective M&A strategy, tailored to your specific needs and goals.

Our operational improvement services are dedicated to rapidly identifying and implementing key initiatives that boost profitability. We employ proven techniques and tools to quickly pinpoint and actualize value across your entire value chain. Our performance improvement offerings are adaptable to various scenarios including acquisitions, divestments, transformations, or turnarounds, and are focused on driving tangible results. Whether it's enhancing value creation post-M&A, transforming performance for profitability leaps, or turning around underperforming divisions, our team is equipped to guide and manage these processes to achieve optimal outcomes.
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AI tailored for Private EquityAI tailored for Private Equity
In a complex carve-out, our expertise in transaction management facilitated a strategic divestiture. This not only refined the client's operational focus but also enhanced their EBITDA by $7.2 million directly post close, setting a strong foundation for future growth in their core business areas.
Facility Management
Cave Out Management
    Our structured approach to integration for a physician services group ensured a smooth unification of disparate systems and cultures post-merger. This thorough integration strategy was pivotal in realizing a $9.8 million increase in EBITDA and markedly better patient service delivery times.
Physician Services
Integration Management
    Implementing AI, we overhauled the operational model for a healthcare provider, which led to a cost reduction of $900K. Our AI tools further assisted in refining patient care plans, resulting in notably improved clinical outcomes.
Healthcare
AI Strategy
    For a services firm, our AI analysis uncovered opportunities for revenue enhancement that had been previously overlooked. By adopting the strategies suggested by our AI assessments, the client was able to secure an additional $5 million in revenue, thereby gaining an expanded foothold in the competitive market.
Services
Performance Improvement

Results